TOPFUNDS Ngcsoft Mzansi Home Fact Sheets (MDD) Opinions & Views Activities & News Stats & Graphs Momentum Bond Fund MDD Page Table of Content Fund Objectives Fund Technicals NAV Prices Dividends Management Asset Allocations Fund Activities

The Fund Aims and Objectives

The Technical Details
	Momentum Bond Fund

Fund Sector
SA – Interest Bearing – Variable Term

Launch Date
Feb 1995	29 years ago

Fund Benchmark
Jse Albi Index

Fund Maximum Annual Fee *
0.86%-N Y or N indicate if performance fee levied or not. Advisor fee excluded.

Minimum Investments
R2 000/R250 Lump Sum/Debit Order

Distribution Frequency
Quarterly

Fund Risk Rating

1	2	3	4	5	Low Medium

NAV Prices Momentum Bond Fund

Jul 24 R 1.52 ⇑    R 0.03 ⇑    2.01%

High Avg. Low R 1.52 R 1.45 R 1.40

The Dividends Momentum Bond Fund

Total Distributions Quarterly

The Management Momentum Bond Fund

Asset Allocations

Fund Size	R 6.5 Bil.

Fund Activities Momentum Bond Fund

Did You Know ?
in 2010s SIM Money Market Fund unit trusts enjoyed being ranked the biggest unit trusts fund till its dissolution.
Prudential Fund Managers was founded in Cape Town in 1994 by Graham Mason, who is its chairman now as of 2023.
Simon Hudson and Wiston Floquet founded in 2001 Flagship Asset Management.
In 1965, the first unit trust in SA , Sage Domestic Equity Fund ,was launched.

T O P F U N D S Ngcsoft Mzansi Home Fact Sheets (MDD) Industry News Opinions & Views Stats Momentum Bond Fund Fact Sheet MDD The fundamental and technical unit trust fund fact sheet of Momentum Bond Fund A unit trust fund managed and admin by Momentum Collective Investments D.Y.K ? in 2010s SIM Money Market Fund unit trusts enjoyed being ranked the biggest unit trusts fund till its dissolution.
SA - MA - I SA - E - G - SA - E - LC - G - MA - F - SA - IB - VT - G - E - G - SA - MA - F - R - MA - F - SA - RE - G - SA - MA - HE -	The Fund Aims and Objectives The Technical Details Momentum Bond Fund Fund Sector SA – Interest Bearing – Variable Term Launch Date Feb 1995 29 years ago Fund Benchmark Jse Albi Index Fund Maximum Annual Fee * 0.86%-N Y or N indicate if performance fee levied or not. Advisor fee included. Minimum Investments R2 000/R250 Lump Sum/Debit Order Distribution Frequency Quarterly Fund Risk Rating 1 2 3 4 5 Low Medium Asset Allocations Fund Size R 6.5 Bil. The Management Momentum Bond Fund See Also Allan Gray Bond Fund Stanlib Bond Fund Satrix Ilbi ETF Satrix Govi ETF Alex Forbes Pure Fixed Interest Fund NAV Prices Momentum Bond Fund Jul 24 R 1.52 ⇑    R 0.03 ⇑    2.01% High Avg. Low R 1.52 R 1.45 R 1.40 The Dividends Momentum Bond Fund Total Distributions Quarterly Fund Activities Momentum Bond Fund Did You Know ? in 2010s SIM Money Market Fund unit trusts enjoyed being ranked the biggest unit trusts fund till its dissolution. Prudential Fund Managers was founded in Cape Town in 1994 by Graham Mason, who is its chairman now as of 2023. Simon Hudson and Wiston Floquet founded in 2001 Flagship Asset Management. In 1965, the first unit trust in SA , Sage Domestic Equity Fund ,was launched.	Jul 24 R 1.52 Jun R 1.49 May 24 R 1.40 Apr 24 R 1.40 Mar 24 R 1.40
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